Salesforce Admin Course Content

Module 1: Introduction to Salesforce and CRM

 Introduction to Salesforce
 Introduction to CRM
 Salesforce Architecture
 Salesforce Editions
 Salesforce Licenses
 Types of Sandboxes – Development Lifecycle in Salesforce
 Salesforce Object Overview
 Salesforce navigation
 User Creation
 Lead conversion process

Module 2: Salesforce object Mode day

 Datatypes in Sobjects – I
 Datatypes in Sobjects – II
 Developing Custom Objects
 Relationships in Salesforce
 Formula fields; Roll up summary

Module 3: Modifying Standard UI

 Creating custom tabs
 Creating Custom applications
 Tracking configuration modifications, emails, data modification
 Page layouts
 Related Lists
 Quick Actions, search layouts etc
 Introduction to tools – Dataloader, workbench

Module 4: Automation of Business Logic

 Validation Rules
 Workflow Rule
 Process builder
 Flows

Module 5: Sharing and Security in Salesforce

 Record types
 Security model -Profiles, permissions etc
 Sharing model – OWD, Role hierarchy, Sharing rules, Manual Sharing

Module 6: Approval Processes and Reports

 Approval Process
 Custom report types
 Reports
 Dashboards